Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,966 institutions that hold shares in the stock, with a total of 518 Million shares, which have been reported (via 13F filing form) to have a value of $158 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
786
shares
|
$239,651
0.04% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
786
shares
|
$239,651
0.11% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
785
shares
|
$239,346
0.31% of portfolio
|
Q1 2022
Added 0.13%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
784
shares
|
$239,041
0.05% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
783
shares
|
$238,736
0.04% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
783
shares
|
$238,736
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
782
shares
|
$238,431
0.08% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
782
shares
|
$238,431
0.04% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
781
shares
|
$238,126
0.08% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
780
shares
|
$237,821
0.05% of portfolio
|
Q3 2022
Reduced 8.77%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
777
shares
|
$236,907
0.03% of portfolio
|
Q3 2025
Reduced 71.66%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
777
shares
|
$236,907
0.15% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
776
shares
|
$236,602
0.14% of portfolio
|
Q3 2025
Reduced 27.88%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
776
shares
|
$236,602
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
775
shares
|
$236,297
0.05% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
775
shares
|
$236,297
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
775
shares
|
$236,297
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
773
shares
|
$235,687
0.04% of portfolio
|
Q3 2025
Reduced 15.7%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
772
shares
|
$235,382
0.07% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Ccm Investment Advisers LLC
|
Jan 12, 2026 Q4 2025 |
772
shares
|
$235,382
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
770
shares
|
$234,772
0.06% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
770
shares
|
$234,772
0.14% of portfolio
|
Q3 2025
Reduced 23.61%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
770
shares
|
$234,772
0.13% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
769
shares
|
$234,468
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
769
shares
|
$234,468
0.04% of portfolio
|
Q3 2025
Added 1.18%
|
|